GFPC
ENV

Global Financial Private Capital’s ENVESTNET, INC. ENV Stock Holding History

Global Financial Private Capital’s Portfolio ENV Stock Details ENV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-7,276
Closed -$443K – 548
2018
Q3 		$443K Sell
7,276
-132
-2% -$7.98K 0.02% 398
2018
Q2 		$407K Buy
+7,408
New +$412K 0.01% 408

Other funds holding ENV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return

Global Financial Private Capital's ENV Position: Q4 2018 in Review

Global Financial Private Capital sold out of ENVESTNET, INC. (ENV) in Q4 2018, closing a stake of 7,276 shares — an estimated $443K sold.

Global Financial Private Capital first reported a position in ENV in Q2 2018 and held it in 2 quarters. The position peaked at $443K in Q3 2018. 209 funds tracked by Wall St. Rank hold ENV as of Q4 2018.

  • Global Financial Private Capital reported no remaining ENVESTNET, INC. position as of Q4 2018 after selling out during the quarter.
  • Global Financial Private Capital sold 7,276 ENVESTNET, INC. shares in Q4 2018, an estimated $443K.
  • Global Financial Private Capital first reported a position in ENVESTNET, INC. in Q2 2018 and held it in 2 quarters.
  • Global Financial Private Capital's ENVESTNET, INC. position peaked at $443K in Q3 2018.
  • 209 funds tracked by Wall St. Rank held ENVESTNET, INC. as of Q4 2018.

Based on Global Financial Private Capital's 13F filing for Q4 2018, filed 5 Feb 2019.